Epr Properties
EPR.PE- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001045450
In the last 90 days, Epr Properties insiders filed 0 open-market purchases and 5 sales; 33 institutions reported holding it in 13F filings for Q2 2026, worth $71.3M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Epr Properties as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 32
- −1 vs. Q4 2025
- Shares held
- 2.16M
- +59.9K (+2.9%) vs. Q4 2025
- Total value
- $65.6M
- +$2.61M (+4.2%) vs. Q4 2025
- New holders
- 2
- 8 more added
- Sold out
- 3
- 11 more reduced
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EPR.PE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 33 | $71.3M |
| Q1 2026 | 32 | $65.6M |
| Q4 2025 | 33 | $63.0M |
| Q3 2025 | 30 | $69.9M |
| Q2 2025 | 32 | $69.0M |
| Q1 2025 | 28 | $65.4M |
| Q4 2024 | 28 | $58.5M |
| Q3 2024 | 25 | $66.0M |
| Q2 2024 | 23 | $57.4M |
| Q1 2024 | 25 | $57.4M |
| Q4 2023 | 24 | $61.5M |
| Q3 2023 | 24 | $58.2M |
| Q2 2023 | 25 | $60.0M |
| Q1 2023 | 22 | $55.5M |
| Q4 2022 | 21 | $53.8M |
| Q3 2022 | 19 | $52.6M |
| Q2 2022 | 20 | $69.2M |
| Q1 2022 | 20 | $74.6M |
| Q4 2021 | 20 | $63.9M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Weiss Asset Management LP | 640,439 | $19.5M | 0.36% | +324,886+103.0% | Added |
| BlackRock, Inc. | 245,315 | $7.45M | 0.00% | −15,678−6.0% | Reduced |
| Camden Asset Management L P | 197,382 | $5.96M | 0.20% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 183,506 | $5.58M | 0.04% | −100,000−35.3% | Reduced |
| LDR Capital Management LLC | 173,004 | $5.26M | 7.07% | −102,118−37.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 100,124 | $3.04M | 0.29% | −21,382−17.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 76,240 | $2.32M | 0.39% | +4,715+6.6% | Added |
| Aequim Alternative Investments LP | 71,692 | $2.18M | 0.04% | 00.0% | Unchanged |
| Colony Capital, Inc. | 68,114 | $2.07M | 0.13% | −21,629−24.1% | Reduced |
| Palisade Capital Management LLC | 58,749 | $1.78M | 0.06% | −750−1.3% | Reduced |
| Cohen & Steers, Inc. | 57,085 | $1.73M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 50,100 | $1.52M | 0.00% | +2,000+4.2% | Added |
| Warberg Asset Management LLC | 49,292 | $1.50M | 0.44% | −6,157−11.1% | Reduced |
| Skaana Management L.P. | 46,910 | $1.43M | 0.57% | +36,762+362.3% | Added |
| Janney Montgomery Scott LLC | 38,404 | $1.17M | 0.00% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 24,220 | $735.8K | 0.00% | −12,779−34.5% | Reduced |
| LPL Financial LLC | 14,656 | $445.2K | 0.00% | +405+2.8% | Added |
| Schnieders Capital Management, LLC. | 8,900 | $270.4K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,716 | $264.8K | 0.00% | +10.0% | Added |
| Zazove Associates LLC | 8,554 | $259.4K | 0.01% | +5,571+186.8% | Added |
| Heitman Real Estate Securities LLC | 8,136 | $247.2K | 0.02% | −9,011−52.6% | Reduced |
| Avise Financial Cooperative, Inc. | 7,819 | $237.5K | 0.20% | +546+7.5% | Added |
| Pasadena Private Wealth, LLC | 7,177 | $218.0K | 0.03% | −900−11.1% | Reduced |
| Morgan Stanley | 6,221 | $189.0K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 4,375 | $132.9K | 0.12% | −700−13.8% | Reduced |
| UBS Group AG | 1,404 | $42.7K | 0.00% | +1,404 | New |
| Advisory Services Network, LLC | 950 | $28.9K | 0.00% | +950 | New |
| Steward Partners Investment Advisory, LLC | 800 | $24.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $10.0K | 0.00% | – | – |
| Jones Financial Companies LLLP | 300 | $9.13K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 166 | $5.04K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 100 | $3.04K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −6,778−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −6,696−100.0% | Sold out |